Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Core Plus Bond R6 Mutual fund in their Schedule of Assets, totaling $15.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $9.4M |
| 2 | ZOVIO, INC ZOVIO, INC 401(K) PLAN | CHANDLER AZ | 121 | $58.3M | $2.8M |
| 3 | PIEDMONT NATIONAL CORPORATION PIEDMONT NATIONAL CORPORATION 401(K) RETIREMENT PLAN |
ATLANTA GA |
| 271 |
| $49.5M |
| $1.6M |
| 4 | HILL WALLACK LLP HILL WALLACK RETIREMENT PLAN | PRINCETON NJ | 166 | $23.9M | $564K |
| 5 | GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN | CHEEKTOWAGA NY | 391 | $30.0M | $560K |
| 6 | GWS HOLDINGS GWS HOLDINGS 401(K) PLAN | TAVARES FL | 536 | $22.2M | $385K |
| 7 | SIDNEY FEDERAL CREDIT UNION SIDNEY FEDERAL CREDIT UNION 401(K) PLAN | SIDNEY NY | 196 | $25.5M | $313K |
| 8 | ACCUTRANS, LLC ACCUTRANS LLC 401(K) PROFIT SHARING PLAN AND TRUST | KENNER LA | 391 | $15.9M | $104K |
| 9 | THE ARCHWAY PROGRAMS THE ARCHWAY PROGRAMS RETIREMENT SAVINGS PLAN | ATCO NJ | 432 | $15.6M | $16K |
